401(k) · DOL Form 5500 · 2022
The Board of Directors of the Rouse Estate 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $20,337
- Avg per participant Low balance/head
Official DOL plan name: Rouse Estate 403(b) Retirement Plan · Sponsored by The Board of Directors of the Rouse Estate · Pennsylvania · Healthcare & Social Assistance
$7M in assets, 338 participants
The Board of Directors of the Rouse Estate's Rouse Estate 403(b) Retirement Plan reported $7M in total assets and 338 participants in its 2022 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #12,661 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Rouse Estate 403(b) Retirement Plan covers 338 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #12,661
- in Healthcare & Social Assistance (20,060 peers)
- -33.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rouse Estate 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rouse Estate 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,873,932 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rouse Estate 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rouse Estate 403(b) Retirement Plan sits mid-pack in the medium band (338 participants).
DOL schedule card
Filing strip 256002687 · The Board of Directors of the Rouse Estate PY 2022 · 401(k)
Rouse Estate 403(b) Retirement Plan · $7M · 338 · 57th
- TYPE $7M
- TYPE 338
- TYPE 57th
- TYPE 401(k)
- TYPE near Salem Glass 401(k) Plan
- TYPE ind #12661
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Rouse Estate 403(b) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$3M |
| Employer EIN | 256002687 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Directors of the Rouse Estate)
Sponsor-wide plan assets over time
All The Board of Directors of the Rouse Estate plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.31013865135704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $7M |
| 2023 | 1 | 298 | $7M |
| 2024 | 1 | 331 | $7M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Rouse Estate 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Salem Glass 401(k) Plan in MA ($7M); by covered participants it is Nursecore Management Services, LLC. 401(k) Profit Sharing Plan in TX (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Salem Glass 401(k) Plan (MA) $7M · 35
- Joyce Motors Corp. 401(k) Plan (NJ) $7M · 106
- Premise Data 401(k) Plan (CA) $7M · 217
- The Pursuant Group, Inc. 401(k) Plan (TX) $7M · 86
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Nursecore Management Services, LLC. 401(k) Profit Sharing Plan (TX) 338 · 0 off
- Crosslink Life Sciences, LLC 401(k) Plan (GA) 338 · 0 off
- Keypath Education, LLC 401(k) Plan (IL) 338 · 0 off
- Diamond Plastics Corporation 401(k) Plan (NE) 338 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.